Senior Investment & Personal Banking Specialist- Sources, QC

Scotiabank; Montreal (administrative region); On-site; CAD 75,000 - 95,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Montreal. This role involves delivering tailored financial solutions and trusted advice to clients, with a focus on building relationships and driving results. The ideal candidate will have at least two years of experience in investment and credit sales, a mutual funds license, and be proficient in both English and French. The position offers a competitive compensation package and the chance to impact clients' financial journeys.

Benefits

Competitive compensation and benefits package

Career advancement transparency

Impact on customers and communities

Qualifications

• Minimum two years of experience in selling investment and credit products.
• Demonstrated experience in marketing for Scotiabank.
• Sufficient knowledge of both English and French.

Responsibilities

• Provide customized financial solutions based on customer needs.
• Deliver trusted financial advice to clients.
• Build and maintain relationships with clients.

Skills

Strong relationship building

Sales management

Financial planning

Customer service

Education

License to sell mutual funds

CIFP Diploma in Financial Planning or equivalent

Job description

Title: Senior Investment & Personal Banking Specialist- Sources, QC

Requisition ID: 238886

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

About the role

As a Senior Investment & Personal Banking Specialist, you are customer‑centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey.

Is this role right for you? In this role, you will:

• Be passionate about financial sales as well as delivering trusted financial advice to customers
• Provide a full range of customized financial solutions using a financial planning approach
• Understand customers’ financial goals and preferences, analyze their needs, and recommend the appropriate strategies and solutions to help them achieve their goals
• Focus on complex solutions and comprehensive financial planning
• Be results‑driven
• Demonstrate a collaborative approach when dealing with peers, customers, and partners
• Build relationships, focusing on providing a great client experience and growing long‑standing relationships with existing customers

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• A minimum two years of related experience selling investment and credit products
• Demonstrated sales management experience and the ability to market Scotiabank
• The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
• A license to sell mutual funds and working toward the CIFP Diploma in Financial Planning (or Bank‑recognized equivalent)

What’s in it for you?

• A competitive compensation and benefits package customized for Retail Banking
• Ability to make a lasting impact on customers
• An organization committed to making a difference in our communities – for you and your customers
• An assigned book of mid‑to‑high affluent customers
• Ability to provide complex solutions and comprehensive financial planning
• You’ll receive clear transparent criteria to progress in your career

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including

Location(s): Canada — Quebec — Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and we are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.